Buy onlineWhat is finology and how can it help financial advisers retain their clients?
Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.
Finology is the study of people’s relationships with money. Understanding how these relationships affect decisions can help clients set achievable financial goals.
Keeping up with “fit and proper” requirements and maintaining competency is critical, and essential for advisers practising in 2022. Find out more.
Financial advisers can offer better, faster service using technology, but financial advice is a uniquely human activity – one that is unlikely to be replaced!
Advisers who manage lapse rates help their clients and their businesses to protect their wealth. With slow economic growth, managing lapses in 2022 is critical.
Declining incomes, changing demographics and uninsurable risks: these are some of the themes that will affect financial advisers in the months and years ahead.
1Plan, 1Life’s revolutionary FNA, prioritises affordability, so your clients are more likely to keep paying premiums and contributions over the long term.
Taking out an insurance policy doesn’t have to be a lengthy process involving multiple meetings. With Vantage, policies can be accepted and active in 40 minutes.
As well as helping your clients draft their wills, you can work with them and their families to plan for the practicalities of death and preserving family wealth.
Life cover isn’t always a priority in the budget. Finding ways to free up funds and make life cover affordable means your clients can have the protection they need.